Account Type******* ******Account Owner******* *****Account Opps/Deals******** *******Closed Won • Mar 25**K $Closed
*** *******Worked in execs roles at *** together from 2021-2024******* ****Worked in the same department at *** together from 2021-2024
TiaaChief Executive Officer, TIAA Wealth Management & Advice SolutionsSep 20 - PresentEverbankMember Board of DirectorsAug 23 - PresentIntrafiMember Board Of DirectorsMar 22 - Present
Marc Van Der CruyssenCEOView Profile, Marc Van Der CruyssenKarla EscamillaProject Management SpecialistView Profile, Karla EscamillaRobert GilesDirectorView Profile, Robert Giles